QuickBooks Desktop Extension

Breeze intentionally limits its financial scope to tracking contributions. We don't attempt to be a full accounting program with accounts payable and accounts receivable because frankly, we think other platforms are doing a great job with this. We'd rather let accounting softwares do what they do well and allow us to focus on what we do well, that being church management software.

This extension allows you to download your Breeze contribution data whenever you'd like and import it into the desktop version of QuickBooks so that your QuickBooks records can include giving records from Breeze without the need to double-enter them. This is not an automatic integration, and does require exporting and importing of data. 

This integration is designed specifically for people who would like to track every single contribution in in Quickbooks. Typically, most organizations would only want to record the fund totals in Quickbooks, as they reconcile their deposits/income which is why we recommend this approach as best practice. To get a report of fund totals, we recommend using the contribution reports which includes a funds summary that can quickly be manually typed into Quickbooks on your deposit entry, rather than adding complexity with an unneeded integration.

 

This Quickbooks Desktop integration does not contain what fund the contributions were designated towards when they import into Quickbooks. Only the name of the giver, the date of the contribution, the amount and the method are included in the extension. 

To import your most recent contributions into Quickbooks:

  1. Navigate to "More > Quickbooks."
  2. Download the Quickbooks File (the Quickbooks file is a .IFF file)
  3. Import the file into your desktop version of Quickbooks by:
    1. Opening your desktop version of QuickBooks. If you have multiple licenses, ensure you are in single user mode.
    2. Back up your current copy of QuickBooks. (QuickBooks has no way of undoing an import, so this is a good practice whenever importing data.)
    3. Navigate to "File < Utilities < Import < IIF File..."
    4. Select your IIF File (the Breeze file that was generated from the Quickbooks extension).
    5. The import will take place and you will get a confirmation that the import is complete.
If using "Quickbooks Online" or another accounting system, we recommend this alternate approach.
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